Baldwin Wealth Partners’s PIMCO Dynamic Income Fund PDI Stock Holding History

Baldwin Wealth Partners’s Portfolio PDI Stock Details PDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,000	Closed	-$40.5K	–	789
2024 Q3	$40.5K	Sell	2,000 -1,000	-33%	-$19.2K	﹤0.01%	589
2024 Q2	$56.4K	Buy	3,000 +1,000	+50%	+$19.1K	﹤0.01%	330
2024 Q1	$38.6K	Buy	+2,000	New	+$38K	﹤0.01%	398

Other funds holding PDI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Baldwin Wealth Partners's PDI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of PIMCO Dynamic Income Fund (PDI) in Q4 2024, closing a stake of 2,000 shares — an estimated $40.5K sold.

Baldwin Wealth Partners first reported a position in PDI in Q1 2024 and held it in 3 quarters. The position peaked at $56.4K in Q2 2024. 316 funds tracked by Wall St. Rank hold PDI as of Q4 2024.

Baldwin Wealth Partners reported no remaining PIMCO Dynamic Income Fund position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 2,000 PIMCO Dynamic Income Fund shares in Q4 2024, an estimated $40.5K.
Baldwin Wealth Partners first reported a position in PIMCO Dynamic Income Fund in Q1 2024 and held it in 3 quarters.
Baldwin Wealth Partners's PIMCO Dynamic Income Fund position peaked at $56.4K in Q2 2024.
316 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.